Thursday, September 30, 2021
Current Federal Tax Developments
Instructor: Jonathan G. Blattmachr
Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective
Instructor: Jonathan G. Blattmachr, Beth Shapiro Kaufman and Ronald D. Aucutt
- Washington Update Pending and Potentials Administrative and Legislative Changes PowerPoint
- Washington Update Pending and Potential Administrative and Legislative Changes
- Part 1
- Part 2
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
Instructor: Beth Shapiro Kaufman
- Cover Note from Beth
- MAFI Problem Handout
- Generation-Skipping Transfers
- The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond PowerPoint
Fiduciary Income Tax Basics and the Use of Intentionally Defective Grantor Trusts
Instructor: T. Randolph Harris
Flexible Marital Deduction Planning
Instructor: Barbara A. Sloan
The Fundamentals of Life Insurance in Private Wealth Planning
Instructor: David A. Wexler, CLU